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Setup

  1. After installation, open the Assisted Setup list and select "Currencies Exchange Rate Services Setup.".

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  1. Follow the setup wizard instructions to choose the desired service from the provided list:

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  2. Upon completion, the system will display a list of created Currency Exchange Rate services. Enable the service for automatic import by switching the "Enable" field and accepting the terms and conditions when prompted.

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  3. User can set “Currency filter” field - that filter specifies which currency rates user wants to import from current source.

  4. For some services user may need to specify Authentication information - user and/or Password/Key

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